Our People

Erik Carlson

Director

Erik Carlson

Director

Erik provides strategic counsel and communications support to financial services companies and alternative asset managers, with a focus on private equity firms and their portfolio companies, across a broad range of situations. His areas of expertise include:

Transaction Support – M&A, SPACs

He supports financial sponsors and alternative asset managers in all aspects of deal activity. Assignments include advising L Catterton on its acquisitions of Kodiak Cakes and Del Frisco’s, and sale of Cholula; Apollo on its acquisitions of Athene and Verizon Media Group, and its listing of Apollo Strategic Growth Capital I and II; Cinven on its acquisitions of NSM and Jaggaer; CC Capital on CCNB I’s (SPAC) combination with E2open; Aspirational Consumer Lifestyle Corp. on its pending combination with Wheels Up; Tailwater Capital on its acquisitions of Tall Oak Midstream II and III and NorTex Midstream; Platinum Equity on its acquisition of Ingram Micro; First Reserve on its listing of First Reserve Sustainable Growth Corp; Greystar on its acquisition of Thackeray and the property management business of Alliance Residential; and Knox Lane on its investment in Fingerpaint.

Crisis and Reputation Management

He advises sponsors and financial services companies managing complex crises or special situations, including litigation, management succession and unplanned leadership changes, reputational attacks, regulatory inquiries, misconduct allegations, workforce reductions and labor issues.

Public and Investor Relations

He counsels clients on strategically elevating their profiles and enhancing their overall corporate communications strategy through profile-raising, corporate positioning, thought leadership and employee and investor communications.

Fundraising

He advises private equity firms throughout the fundraising lifecycle from new strategy and fund launches to ongoing marketing activities, interim capital raises and final fund closes. He also works closely with clients to manage LP communications around unforeseen events at both the GP and portfolio level.

Erik joined Joele Frank in 2018. Prior to Joele Frank, Erik worked in the Corporate Communications practice at Weber Shandwick. He received a BA in English with a minor in Communications from the University of Connecticut.